Tata Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
13 Nov 2018
6.9 years ago
Lock-in Period
No lock-in
NAV
as of 14 Oct 2025
₹44.08
-0.4959% (-0.20)
AUM
₹11,637 Cr
Expense ratio
0.33%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 30D

0.5%

If units sold after 30D

0%

Distribution

Asset split
Market capital
Equity88.06%
Cash11.94%

What's in this fund?

Sectors
Holdings
Industrials

Industrials

28.33%
Basic Materials

Basic Materials

21.71%
Consumer Cyclical

Consumer Cyclical

19.67%
Healthcare

Healthcare

8.48%
Technology

Technology

7.66%

Fund House

Tata

Tata

Inc: 25 Feb 1993 • Total AUM: ₹1,80,386 Cr • Rank #10
TATA Mutual Fund, started in 1994, has Tata Sons Limited & Tata Investment Corp. Ltd. as its sponsors. The fund house is headed by Prathit Bhobe as the CEO. As of 31 March 2024, it has an AUM of ₹1,46,687 Cr.

Fund Managers

Chandraprakash Padiyar

Experience: 7.11 yrs • Total AUM: 1,20,885 Cr

Jeetendra Khatri

Experience: 2.02 yrs • Total AUM: 69,824 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.